Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 ITOT 1000.00%
3 IRBO 1000.00%
4 IWD 1000.00%
5 IWL 1000.00%
6 IOO 1000.00%
7 IWTR 1000.00%
8 IWV 1000.00%
9 IUSV 1000.00%
10 IDAT 1000.00%
11 IGM 1000.00%
12 IWX 1000.00%
13 IVV 1000.00%
14 IXN 1000.00%
15 IYW 1000.00%
16 IYY 1000.00%
17 ILCV 1000.00%
18 IVRS 1000.00%
19 IVE 1000.00%
20 JKD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 381.11M (9.05%) 1.62M
Increased by +0.43%
Sep 30, 23
2 BlackRock Inc 332.10M (7.88%) -1.36M
Decreased by -0.41%
Sep 30, 23
3 State Street Corporation 178.57M (4.24%) -2.99M
Decreased by -1.67%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 96.30M (2.29%) 24.35M
Increased by +25.28%
Sep 30, 23
5 Geode Capital Management, LLC 86.78M (2.06%) 1.88M
Increased by +2.17%
Sep 30, 23
6 Capital Research Global Investors 75.22M (1.79%) 412.80K
Increased by +0.55%
Sep 30, 23
7 PRIMECAP Management Company 74.76M (1.78%) 4.23M
Increased by +5.65%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 47.37M (1.12%) -1.02M
Decreased by -2.16%
Sep 30, 23
9 Northern Trust Corp 46.00M (1.09%) 1.63M
Increased by +3.53%
Sep 30, 23
10 Bank of New York Mellon Corp 38.72M (0.92%) 6.06M
Increased by +15.66%
Sep 30, 23
11 Amvescap Plc. 35.79M (0.85%) 4.22M
Increased by +11.80%
Sep 30, 23
12 Wellington Management Company LLP 34.56M (0.82%) 5.22M
Increased by +15.10%
Sep 30, 23
13 UBS Asset Mgmt Americas Inc 33.50M (0.80%) 9.54M
Increased by +28.49%
Sep 30, 23
14 Nuveen Asset Management, LLC 31.57M (0.75%) 10.96M
Increased by +34.72%
Sep 30, 23
15 Legal & General Group PLC 28.86M (0.69%) -1.08M
Decreased by -3.75%
Sep 30, 23
16 Charles Schwab Investment Management Inc 28.25M (0.67%) 473.98K
Increased by +1.68%
Sep 30, 23
17 State Farm Mutual Automobile Ins Co 26.74M (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 23.46M (0.56%) -2.10M
Decreased by -8.95%
Sep 30, 23
19 Parnassus Investments, LLC 23.37M (0.55%) 4.63M
Increased by +19.82%
Sep 30, 23
20 Barclays PLC 21.37M (0.51%) -31.43K
Decreased by -0.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 131.27M (3.12%) 183.76K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 102.08M (2.42%) 949.69K
Increased by +0.93%
Nov 30, 23
3 Invesco QQQ Trust 77.11M (1.83%) 171.57K
Increased by +0.22%
Dec 29, 23
4 American Funds Washington Mutual A 57.08M (1.36%) 15.16M
Increased by +26.56%
Sep 30, 23
5 Capital Group Wash Mutual Invtrs Comp 57.08M (1.36%) 15.16M
Increased by +26.56%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 51.97M (1.23%) -365.15K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 48.80M (1.16%) 310.56K
Increased by +0.64%
Nov 30, 23
8 Vanguard PRIMECAP Inv 45.11M (1.07%) 3.29M
Increased by +7.29%
Sep 30, 23
9 iShares Core S&P 500 ETF 41.99M (1.00%) 25.07K
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 35.90M (0.85%) 100.97K
Increased by +0.28%
Nov 30, 23
11 American Funds Invmt Co of Amer A 32.87M (0.78%) 2.97M
Increased by +9.02%
Sep 30, 23
12 Capital Group Investment Co of Amer Comp 32.87M (0.78%) 2.97M
Increased by +9.02%
Sep 30, 23
13 Vanguard Institutional Index I 27.91M (0.66%) -61.78K
Decreased by -0.22%
Nov 30, 23
14 Technology Select Sector SPDR® ETF 26.79M (0.64%) 8.83K
Increased by +0.03%
Dec 31, 23
15 American Funds American Balanced A 26.43M (0.63%) 6.42M
Increased by +24.31%
Sep 30, 23
16 Vanguard Wellington™ Inv 22.99M (0.55%) 1.56M
Increased by +6.77%
Sep 30, 23
17 Vanguard Information Technology ETF 22.66M (0.54%) 41.71K
Increased by +0.18%
Nov 30, 23
18 American Funds American Mutual A 21.92M (0.52%) 4.69M
Increased by +21.39%
Sep 30, 23
19 Capital Group American Mutual Comp 21.92M (0.52%) 4.69M
Increased by +21.39%
Sep 30, 23
20 State St S&P 500® Indx SL Cl III 20.13M (0.48%) 107.40K
Increased by +0.53%
Dec 31, 23